4,973 hedge funds and large institutions have $1.6T invested in Apple in 2024 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 1,945 increasing their positions, 2,551 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,973
Holders Change
+43
Holders Change %
+0.87%
% of All Funds
72.08%
Holding in Top 10
2,634
Holding in Top 10 Change
-271
Holding in Top 10 Change %
-9.33%
% of All Funds
38.18%
New
211
Increased
1,945
Reduced
2,551
Closed
93
Calls
$40.6B
Puts
$37.7B
Net Calls
+$2.96B
Net Calls Change
+$2.19B
Name Holding Trade Value Shares
Change
Shares
Change %
KWMG
1476
King Wealth Management Group
Florida
$21.3M +$1M +5,852 +5%
MF
1477
Montis Financial
Massachusetts
$21.3M -$6.22M -36,292 -23%
CCM
1478
Canal Capital Management
Virginia
$21.3M +$133K +774 +0.6%
HIC
1479
Holderness Investments Company
North Carolina
$21.3M -$226K -1,320 -1%
VAS
1480
Valicenti Advisory Services
New York
$21.2M +$28.5K +166 +0.1%
FHB
1481
First Hawaiian Bank
Hawaii
$21.2M -$2.67M -15,589 -11%
PL
1482
Plancorp LLC
Missouri
$21.2M +$798K +4,652 +4%
JFGIW
1483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.1M -$1.85M -10,792 -8%
QPW
1484
Quantum Private Wealth
Florida
$21M -$218K -1,272 -1%
CAM
1485
Cypress Asset Management
Texas
$21M -$543K -3,094 -3%
PAMG
1486
Patton Albertson Miller Group
Tennessee
$21M +$234K +1,367 +1%
AIM
1487
Anchor Investment Management
South Carolina
$21M +$392K +2,284 +2%
SNB
1488
Security National Bank
Nebraska
$21M -$329K -1,921 -2%
SC
1489
Searle & Co
Connecticut
$21M -$154K -900 -0.7%
MAM
1490
Mark Asset Management
New York
$21M +$1.03K +6 +0%
JWCA
1491
J.W. Coons Advisors
Ohio
$20.9M +$28.6K +167 +0.1%
AG
1492
AIA Group
Hong Kong
$20.8M -$1.94M -11,289 -8%
AF
1493
Arrow Financial
New York
$20.8M -$327K -1,908 -2%
VAM
1494
Vontobel Asset Management
New York
$20.7M -$7.14M -41,614 -26%
TCBWMS
1495
Texas Capital Bank Wealth Management Services
Texas
$20.7M +$104K +607 +0.5%
SSA
1496
Sierra Summit Advisors
Nevada
$20.7M -$4.29K -25 -0%
MA
1497
MJP Associates
Connecticut
$20.7M +$7.42M +43,255 +56%
RWB
1498
RMR Wealth Builders
New Jersey
$20.7M +$1.04M +6,047 +5%
GSC
1499
Grey Street Capital
Illinois
$20.7M +$20.7M +120,525 New
CFSG
1500
Community Financial Services Group
Vermont
$20.6M +$20.6M +120,379 New